-
Published On: 07/26/2024
in Getting Started Navigation How to navigate serviceminder.
-
Overview A Call To Action (CTA) is a common marketing term used to describe what you want the viewer to do. In the case of your proposals, the call to action is to view the proposal. If it's an invoice, then the call to action is to get them to v...
-
Overview
A customer's Lead Source is broken into groups called Channels , then subgroups within each channel called Campaigns . Channels are a marketing term that could be similar to "marketing funnel" or "entrance to the brand." It r...
-
Created On: 07/26/2024
in Operations and Reports
Overview Custom Fields allow an organization or brand to include more unique information fields or identifiers needed for operations. For instance, a popular Custom Field for Contacts, is including if they are Residential or Commercial customer...
-
Created On: 07/26/2024
in Operations and Reports
Overview
Shortcodes are keywords that service minder uses to insert pieces of information into email and print templates. For example, an organization may want the service agent's name and appointment date/time included on an email templ...
-
Published On: 07/25/2024
in Getting Started
Overview Welcome to service minder ! We are happy to have you join us. This is where you find all informational modules for serviceminder. We hope you will discover useful tips by browsing through the helpful videos and feature explanations. Ab...
-
Published On: 07/21/2024
in Services and Parts Services
Overview
This article explores the Repeating/Chaining Options section of the Services settings ( Control Panel > Services > Edit or Add ).
This article will review:
Recommended Interval
Queue Date ...
-
Published On: 07/18/2024
in Contact Management
Overview Contacts can receive notifications about various phases of their experience when working with your business. This article will review how to customize those notification settings to best suit your needs.
This article will review:
...
-
Overview Users, even agents only on the mobile app, can integrate personal or business Outlook or Google calendars. To connect your personal Outlook/Microsoft365 Calendar or personal Google calendar to your service minder calendar, log in and fo...
-
Published On: 07/17/2024
in Contact Management
Overview
This article will review:
Settings and Navigation
Contact Details
Address
Measuring Contact Location Area
Contact Notes
Flash Message
FAQs
Video Tutorial Your browser does not suppo...
